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Keith Schengili-Roberts - DITA Worst Practices

While people are interested in hearing about successes, we can actually learn more from failure. Not only do we discover what not to do, but also how to avoid the circumstances that led to it. Presenter Keith Schengili-Roberts has seen a lot of good and bad things happen to DITA implementations over the years, and part of his job at IXIASOFT is to investigate what works, what doesn’t, and why. Listen to his stories on the best (worst) DITA practices!

Keith Schengili-Roberts - DITA Worst Practices

3.
Keith Schengili-
Roberts
Who’s This Guy?
What I do:
• DITA Evangelist & Market Researcher at
IXIASOFT
• Chair of OASIS DITA Adoption Committee
• Member of OASIS DITA Technical
Committee and LwDITA Sub-committee
• Lecturer on Information Architecture at
the University of Toronto
• 12+ years of experience with DITA XML

4.
2017
Am Also “DITAWriter”
• Industry blog started 6+ years ago
• Over 275,000 hits(!)
• Regularly updated info on DITA
conferences, DITA books, companies
using DITA, DITA CMSes, DITA editors,
other DITA tools, and DITA consulting
firms
• News and views on DITA use
• Also features interviews with those
making a difference in the world of
DITA

6.
2017
How This Presentation Came About
• Last year I went to the “Best
Practices” conference, and I got to
thinking…
• How often do best practices
emerge after trying out what
ended up being a “worst
practice”?
• I also think we learn things more
readily when they are framed as a
story of “things gone wrong”

7.
2017
This Presentation is Crowd-sourced
• While I have some good stories of my
own of DITA mishaps and adventures, I
decided to reach out to my colleagues
and peers in the industry to get their
take on the subject
• My thanks to everyone who responded!
• In some cases the contributor of the
anecdote does not wish to be identified
• In all cases, no company names are
mentioned

8.
2017
A Pattern Emerges…
Two main types of issues appeared:
1. DITA-specific issues (aka, “poor information
architecture decisions were made”)
2. Problems with processes (aka, “how not to work
effectively with people”)
•Boundaries between categories can be fuzzy; ultimately
it comes back to the people behind the issues

9.
2017
What The Fudge?
• While these two categories
capture the essence of the
types of problems from an
objective, dispassionate
perspective, there’s often a
third, more intangible “What
The Fudge” factor that turns up
• This is what typically propels
what otherwise would have
been a bad experience into a
memorable “worst experience”

10.
2017
A Beginning, a Middle and an End/Lesson Learned
Each of my stories uses this
tried-and-true three part
process of a good story:
1. The good
intention/beginning
2. How things went horribly
wrong
3. What can be learned

11.
2017
Ideas on DITA Best Practices are More Widely Known
• Before I get started, I just want to point
out that many of the examples here are
from the early days of DITA
• While many of these problems keep
coming up, greater dissemination of DITA
best practices from people who have
experience using DITA and better tools
means that there is a growing “core” of
people with good experience out there
• But we can still learn from “Worst
Practices”
A really good
book, from 2011

13.
2017
#1. Content Reuse is Always a Good Thing, Right?
Yes, but it also depends on how you do it.
Consider this example:
• A tech docs group finds that they want use
the conref mechanism for reuse purposes,
such as:
• Creating a standard way of referencing
standardized phrases, such as “Click OK”
• “Let’s use the new trademark term used
in this topic and use that everywhere”
• One writer likes a paragraph another
writer has created in a topic
In all/most cases, the first version encountered
is conrefed, which is in turn re-conrefed, and so
on, and so on…

14.
2017
Welcome to “Spaghetti Conrefs”
How the pain emerges:
• Someone conrefs a phrase containing
a conref, which may contain another
conref, and so on, and so on…
• Nobody knows the origin of the
original conref and it needs to be
changed…
• Somebody changes the targeted
conref-ed word/phrase/block
unknowingly, affecting all
publications that link to it

15.
2017
The Horror… The Horror…
“I have seen 20K references to a
single topic, in a folder
containing 40K objects. I saw
this when a small amount of
content needed to be extracted
and handed off and 10K topics
having to be included for a 20-
topic map, because you can
never get to the bottom of the
broken links to files which link to
other files which link to…”

16.
2017
Solutions to Spaghetti Conrefs
1. Just don’t do that. For phrases that are
commonly used, create a conref
warehouse: a single file or set of files
that cover off most commonly-used
blocks of content
• When people want to add new
items, discuss with the group, then
add accepted additions to this
warehouse topic
2. For trademark terms / product /
company names, consider using keys,
and storing their values in a key
warehouse topic
Nolwenn Kerzreho
Technical Account Manager Europe,
IXIASOFT

17.
2017
#2. Never Specialize Your Content
• Specialization is core to DITA,
allowing people to create new topic
types, elements and attributes
• The general recommendation has
been: “do not specialize if you don’t
have to”; specialization is not easy,
and it can limit content reuse,
especially if you intend to share your
content to other organizations
• But “never” is a strong word…

18.
2017
A Worst Practice from a Supposed Best Practice
An example that shows the pain this can cause:
• Client was (incorrectly) told not to specialize
• Implementation had to be done on a tight timeline (uh oh…)
• As a result, there were outputclasses in places that didn’t make a lot of
sense, including:
• Individual table cells (instead of to the table or row)
• various types of images for explicit scaling purposes
• bibliographic references (which also included convoluted, doubly-
referenced conrefs)
• These were all poorly designed, ultimately making more work for the
writers

19.
2017
Pairman’s Outputclass Rule
• Result: a frustrating mess for all involved
• Better, more judicious use of the
available DITA elements, such as
wrapping a fig element around image
for better block-level formatting
• Pairman’s Outputclass Rule: “if an
organization uses the outputclass
attribute for more than two or three
different features, think instead at
better leveraging the standard, including
the possibility of creating a
specialization.”
Lead Consultant, Mekon

20.
2017
#3. If a DITA Tag Exists, We Should Use It
• Sharon Figueira’s
story: “during the first
migration I did, my
team and I were so
enchanted with DITA
and its every last detail
that we implemented
as many tags as
possible. We had the
approach of:
‘if it’s there we
should use it’.
Basic + Technical DITA 1.3 Elements
433 Elements

21.
2017
The Problem, The Pain
Luigi Russolo, The Revolt (1911)
• It was a self-made problem:
“The ridiculous thing was that
we weren’t using these tags
before DITA, so why we
thought we suddenly had a
need for filepath etc. I
have no idea.”
• The pain: “the writers soon
revolted and refused to put in
multiple inline tags per
paragraph.”

22.
2017
Figueria’s DITA Complexity Formulation
• There are many tag and element
choice options in DITA, and you
are not obliged to use them all
• While you might want to add new
semantically-descriptive
tags/elements to your existing
content when migrating,
• Figueria’s DITA Complexity
Formulation: “Build out
complexity slowly and in response
to a well-understood need.”
Sharon Figueira
Pre-Sales Engineer, IXIASOFT

23.
2017
#4: All DITA is Good DITA, Right?
• The scenario: firm is moving to
DITA, decides to contract with an
outside firm to migrate their
legacy content over to DITA
• Client is new to DITA; assumes
content migration firm knows
what it is doing and so the client
provides little or no direction on
how to do the conversion

24.
2017
Problems with Unoptimized DITA Converted Content
• Conversion firm does its best, but without
guidance it can’t optimize the content for the
needs of the client; creates DITA content
using minimal DITA tagging, done in most
generic manner possible
• Final result initially looks good, but problems
emerge:
• Works poorly with newly-created DITA content
• Need to convert from generic to specific topic
types
• Provides no guidance to writers working with
content
• Problematic when it comes to content reuse
• Keys for product names not present

25.
2017
Pringle’s Directions for DITA Conversion Success
1. Learn enough DITA to know what you
need to specify in any converted legacy
content.
2. Create new, sample content covering
what you think you will need. When it
works the way you intend, show it to
the conversion firm. If they are good at
what they do, they will provide
suggestions based on your model to
improve it.
3. Only then begin the legacy conversion!
Alan Pringle
Chief Operating Officer,
Scriptorium Publishing

26.
2017
#5: A DITA Test Output Document? What’s That?
• A DITA output related tale: a DITA
test document is a map + topics
designed specifically to test output
conditions
• As new XSL transforms are added,
add content to the test document
to see how they work
• Can be used to test fonts, image
sizing, widow/orphan control, how
errors appear; basically to test the
“look and feel” of everything

27.
2017
“It was Working Before”
• Example: shortly after a software
upgrade, images no longer rendered
properly for a new document; blame
was put on software
• Separate test installation showed that
new software was working fine
• A recent change in how images were
inserted into DITA code was the real
culprit; in the end a single line of XSL
code had to be tweaked
• Discovering the root cause without
having a test document took 8 hours…

28.
2017
Proulx’s DITA Test Document Dictum
• Create a separate test document designed to
test all aspects of your DITA output conditions
• It can serve as a companion to your style
guide, showing expected output under all
circumstances
• Every time something is changed (new DITA
feature, software, rendering engine, etc.),
check output using test document and
compare to previous version
• Should not be an existing document, as it can
always be changed (as the last example
shows)
Martin Proulx
Senior IT Specialist &
Integration, IXIASOFT

29.
2017
Problems with Processes
(aka “how not to work effectively with people”)

30.
2017
#6: “Just Let IT Choose a CCMS for You”
• This past summer I worked
on an internal project,
studying the factors behind
“successful” RFIs/RFQs from
vendor perspective
• Over a third of the RFIs/RFQs
I reviewed had zero or
minimal references to
“DITA” in them
• In most of these cases it was
clear that IT was choosing a
CCMS based on their
technical requirements, with
little to no input from the
technical writers

31.
2017
Some Not Unexpected Results When this Happens
• Technical writing team is given a
CCMS that they had no part in
selecting; not surprisingly, this
often leads to general
unhappiness
• Project may lead to outright
failure; DITA / CCMS initiative may
be dropped
• Or, at significant expense, a
second, more appropriate CCMS
is selected, this time with input
from technical writing staff

32.
2017
Schengili-Roberts’ RFI Recommendation
• When your company is choosing a
CCMS, make sure that the
technical writing staff plays an
active part in the selection
• Should cover not only what you
need in terms of DITA
requirements, but in terms of
processes and expected
workflows, report capabilities,
metrics gathering, expected
content contributions from SMEs,
localization requirements, etc!
Keith Schengili-
Roberts

33.
2017
#7: “Workflow Captures / Enforces All Possibilities”
• Introduction of a DITA CCMS into a
company provided the opportunity
to hone the workflow in which
content is reviewed, managed and
produced
• Consultant is brought it, and maps
out a very detailed workflow that
captures every possibility:
• initial state, editor review, second
review steps (including SME review),
third step (including separate
reviewer/editor), and so on…

34.
2017
Let The Technical Writers Eat Cake?
• This was all for a team of three
technical writers
• Not all steps were necessary, but
they were all implemented within
the CCMS
• This meant that even the smallest of
changes (such as typos) had to go
through this process
• Not surprisingly, the technical writing
staff soon revolted against this strict
and overly-convoluted workflow

35.
2017
Anonymous’ Recognizing Workflow Reality
• This story is relayed by a subsequent
consultant who came in to try and fix
the resulting mess
• In the end DITA usage was dropped
within this firm, even though DITA
itself had nothing to do with the
problem
• Solution: start with a basic workflow,
and then build up as required; build
flexibility into the system to allow for
minor changes or overrides as
required
Anonymous

36.
2017
#8: The Person with Too Many Hats
• The change from unstructured
to structured content does not
just mean a change in how to
write content, but also in the
associated roles for a technical
communications team
• Situation: a “DITA Lead” person
is designated, and they are
given all of the tasks with
making the DITA
implementation a success

38.
2017
Houser’s “A Head for Each Hat” Homily
• This is a sure way for a structured
content initiative to fail
• Understand the new roles that are
required; see: Roles and
Responsibilities of a DITA Adoption
(from: www.oasis-
open.org/committees/download.php
/50770/DITA_Roles_Responsibilities_
final.pdf (or goo.gl/s3x44g)
• Effective change management is
required, ideally have one person per
“hat”
Alan Houser
Technical Publishing Consultant,
Group Wellesley

39.
2017
#9: “They Can Learn DITA as They Use It”
• An all-too-common
assumption that
technical writers are
able to cope with
writing content while
also learning the
intricacies of DITA
elements and
attributes

40.
2017
Juggling Too Many Balls
• Learning DITA while trying to
implement it is a sure way to
lengthen the time of
productivity dip when moving
to a new system / process /
CCMS

41.
2017
O’Keefe’s DITA Training Lesson
• Where possible, bring in someone
with DITA experience to help train
the rest of the technical writing
staff
• Can be external consultant or
someone internal who already
knows DITA
• Another alternative: online courses,
such as those offered by CIDM or
LearningDITA.com
• Proven to shorten productivity gap
Sarah O’Keefe
CEO, Scriptorium Publishing

42.
2017
#10: “We Already Have Sufficient Executive Buy-in”
• European software firm contracts
with consultant for most of a year
to understand and rationalize
their information architecture and
overall content strategy
• I am brought in to help train
Directors on basics of DITA for
several days
• A full plan is ultimately delivered
to company’s board

43.
2017
•One executive ends up
saying: “if we can’t do
this using [insert exec’s
favourite technology
here] we aren’t going to
do it”
•All that work and
preparation goes down
the tubes…
Um, We Forgot About the Pointy-Haired Boss…

44.
2017
Anonymous’ “Always Get Full Buy-in First”
•Not anticipating this “requirement”
was a serious oversight by those
leading the project
•While this example is extreme,
lower-level buy-in from SMEs,
Directors, Managers and of course
from your technical writing staff
counts as well
•It’s all about effective
communication
Anonymous

45.
2017
Son of DITA Worst Practices?
This is only the beginning of the stories I have been told; there’s easily enough for
another presentation. Other ideas:
• Feeling compelled to move to DITA without really understanding what business issues
need to be addressed
• Going through a tool selection process without performing even basic information
architecture
• Over 1K DITA “variables” (keys) created to cover every product name, trademark,
interface control, file paths, etc.
• Repeated chunking at or below the sentence level
• Writers using semantic tagging just to change how something appears at output
• Constraining out short descriptions, then finding resulting SEO is poor as users can’t
find content

46.
2017
A Review of DITA Worst Practices
1. Content Reuse is Always a
Good Thing, Right?
2. Never Specialize Your
Content
3. If a DITA Tag Exists, We
Should Use It
4. All DITA is Good DITA, Right?
5. A DITA Test Output
Document? What’s That?
6. “Just Let IT Choose a CCMS
for You”
7. “Workflow Captures /
Enforces All Possibilities”
8. The Person with Too Many
Hats
9. “They Can Learn DITA as They
Use It”
10. “We Already Have Sufficient
Executive Buy-in”

47.
2017
Documentation Does Not
Happen by Magic
• Must remember that all
documentation is made by
and for people
• DITA may be a driver towards
creating better
documentation, but it is part
of a larger process that
involves people and tools
• Need to think about
documentation in a new way